ADE IT Modernization Effort Update Arizona Data Governance Commission
Arizona Department of EducationNovember 18, 2011
Vision of Future Learning in ArizonaPresented by Andrew LeFevre
ADE Information Technology Division 2
ADE IT Modernization UpdatesPresented by Mark MastersonRefer to Attached Document 5
3
Review: Slide Attachments Progress Report: SAIS Review: ADE Data System Architecture Concept Review: Enterprise Architecture (EA) detail (Statera) Progress Report: Legislative Mapping status
(Andrew Larson) AELAS Business Case Identity Management (Microsoft FIM) ITIL Tool: ChangeGear AZ-SLDS: Course Mapping Tool/Dashboard & Use
Cases Budget
ADE IT Modernization EffortPresentation Overview
4
DGC PowerPoint Presentation Attch _5: Article: Using Data To Improve Teacher
Effectiveness Attch_6: Enterprise Architecture (EA): Roadmap Overview –
Statera Attch_8a: SOW AELAS Business Case Attch_8b: Identity Management (IMS) DAR (Decision Analysis
& Resolution) for Microsoft FIM Attch_8c: ITIL Tool for Help Desk Ticketing technical specs,
quote, DAR (Decision Analysis & Resolution) for ChangeGear
Attch_8d: Course Mapping Tool quote and DAR (Decision Analysis & Resolution) for Course Walk
Attch_8e: AELAS Budget Attch_8f: Article: The Blue Box Design: A Mechanism for
Implementing CEDS 2.0
ADE IT Modernization EffortSlide Attachments Overview
5
ADE IT Modernization EffortAELAS – Education MIS Roadmap
4/28/11ADE Information Technology Division
6SAIS
Special Education
Food Service
Library
Finance
Transportation
Assessment
Human Resource
s
SIS(Student Information
System)
The tool creates reports that everyone at the appropriate level
can access
These reports help inform instruction and reallocate resources effectively
An interoperable system connects all information and technologies
This program results in student improvement and enables the continuous collection of information for future success Page
7
Proposed Education Management Information
System
ADE IT Modernization EffortSAIS Roadmap - Updates
7
Nov 2011
Upgrade servers OS and optimize database platform to a single supported platform
Provides vendor support for State critical service
Nov 2011
Complete Integrity POC for New Architecture
Seek Approval to Build Module
Nov/Dec 2011
Provide SOA Framework to port ADE 100+ Legacy Applications
Nov 2011 – Aug 2012
Build Bus Case for AELAS *SIS *Assessment *Back Office *Other “TBD”
Dec 2011
Automate Integrity to Run 2 Times per Week to Improve Customer Service
Jan 2012
Deploy User Portal for 5 Use Cases for SLDS
(Expose AZ Data Mart)
Mar - Apr 2012
Real-Time Integrity Capability (Dependent on Legislature Review of Rules)
8
Raising The BARImperativesStandardsNew Systems
If education is the foundation of society, then technology is quickly becoming the mortar which binds
and strengthens that foundation.
STUDENTSUCCESS
GREATTEACHERS
Transformational
Leadership
Road to Student Success
ACHIEVE
MOTIVATEENABLE
Shared Vision
Standards
Career Ready
College Ready
Professional
Development
GREAT TEACHERS
EFFECTIVE INSTITUTIONS
People First: Technology is a supporting component of the system
A State-wide system that uses information to purposefully orchestrate the resources of the all districts, LEA’s to focus on
progressing each student along a personalized success plan aligned with
locally-adopted standards.
SYSTEM
PeopleProcess
Technology
INFORMATION
IdentityContent
DataAnalytics
RESOURCES
PeopleTechnologyApplications
Facilities
STANDARDS
NationalStateLocal
ACHIEVESuccess Management Resource
RegistryAcademicAnalytics
PersonalizedLearning
ENABLE21st Century Expectations
CollaborativeCommunications
Core Literacy
EqualAccess
Secure & EfficientOperations
MOTIVATEStudent Owned Learning
DynamicClassroom
Beyond the Halls
CommunityConnected
Leve
rage
Exi
stin
g In
vest
men
tsA
dopt
Pro
ven
Suc
cess
Mod
els
Driv
e N
ext G
en
Lear
ning
IT F
ocus
edLe
ader
ship
Foc
used
Career Ready
College Ready
Lear
ner F
ocus
ed
The Pathway toNext-Generation
Level 1
Level 2
Level 3
Level 4
Data Analytics
Career Ready
College Ready
Adaptive Content
Personalized Learning Plans
Achievement Tracking
Content mapped to Standards
User Ratings & Approval
Predictive Analytics
CompetencyDefinitions Identity
Management Data IntegrationReporting
Intervention Case ManagementEntity Relationships
Longitudinal Data Warehouse
Student Profile & Progress Tracking
Educator Collaboration
Academic Analyzer Community Engagement
Information Access Standards & Curriculum Student Success Management
Student Engagement
Content Pacing Plans
Student 360Next Generation Maturity Model
Level 1
Level 2
Level 3
Level 4
Integrated
Connected Engaged
PersonalizedEngaged
Data Analytics
InformationAccess
Standards & Curriculum
Student Success Management
ENABLE
MOTIVATE
ACHIEVE
How Arizona will Get ThereWith Student 360 Career
ReadyCollege Ready
ADE IT Modernization EffortMaturity Levels Defined
Community-wide access
Everyone tracking to same the goals
Next Generation Learning
Identity, content, data and process
Integrated
1Connected
2Engaged
3Personalized
4
Many Arizona districts have higher Maturity Levels. From a State of Arizona view, we are driving to personalize
opportunities for all students and districts.
Without the RIGHT technology solutions with State-owned data, the journey is improbable!
ADE IT Modernization EffortWhere is Arizona Right Now?
Community-wide access
Everyone tracking to same the goals
Next Generation Learning
Identity, content, data and process
Integrated
1Connected
2Engaged
3Personalized
4
Arizona, through the ADE with sponsorship from the Governor, House, Senate and
Superintendent, has undertaken a major modernization effort…..
We are designing the frame work to ensure success tomorrow!
Enterprise Architecture (EA) for ADE ITDefinition and RoadmapPresented by Statera
-Stephen Giffen-John Hannah-Mitch Talbott
Refer to Attached Document 6
18
ADE IT Modernization EffortEA Problem Domain
19
Organizational Challenges
The challenges that ADE currently faces as an organization. Customer
No offering of Software as a Service (SaaS) Poor Performance Ease of Access
Organization Multiple Security Models Duplication of Data Silo’s of expertise No Predictive Costing Model
Process No SLA’s Inconsistent 3rd Party Integration Limited or No System Documentation
Data Access Multiple Data storage platforms Expensive to get data out Not Standards compliant (CEDS etc)
ADE IT Modernization UpdateEA Problem Domain
20
Technical Challenges
Infrastructure Post End of Life Infrastructure Limited Monitoring No Infrastructure as a Service (IaaS)Software Un-enforced Standards No Source of Authority No Common Resource Skillset Limited or No Auditing Limited System Knowledge Limited or No System
Documentation Limited Common Functionality
Performance Poor Performance No Service or Organizational Level
Agreements (SLA or OLA)Data Access Data Accuracy Duplicate Data Limited Data Mart No Enterprise Data Warehouse Limited or No public Ad hoc
Reporting
ADE IT Modernization UpdateEA Definition
21
Overview The target state of the ADE Enterprise Architecture will provide the following benefits
A high performance platform that offers diverse services to ADE’s clients
A standards driven data model that provides easy and consistent access to ADE data warehouses
An easy to maintain set of patterns and tools that target ADE skillset profiles
ADE IT Modernization UpdateEA Definition
22
Reference Architecture
A primary deliverable of the ADE EA is a Reference Architecture (RA) that provides the following components.
Reference Architecture Reference Design Reference Code Base
ADE IT Modernization UpdateEA Definition
23
Process and Tooling
The ADE EA includes a set of documentation that describes the ‘How To’ instructions and processes for resources to develop services from. In addition certain kinds of productivity tooling is provided to help ensure quality and standards are adhered too.
Environment Guidance Development Guidance Tooling
Code Snippets (Visual Studio IDE helpers) Class and pattern Templates
ADE IT Modernization UpdateEA Definition
24
Staff Profiles
The type of resources that are needed to both develop and maintain services built on the ADE EA are taken into consideration. Target skillsets are defined and roles assigned to architectural components.
Profiles Business Application Infrastructure
ADE IT Modernization UpdateEA Roadmap
25
Services
Rules Engine Business Logic
Data Access
Entities Security
Applications
3rd Party Apps
Integration
Model
Controller
View
MonitoringCommon
High Level Architecture Diagram (HLA)
ADE IT Modernization UpdateEA Roadmap
26
Component Review
Common A set of functionality that is shared across the Enterprise. Shared internally only.
Entities Also known as a Domain Model. These are the data structures that are shared across the enterprise and used to carry information between the various layers
Security The set of functions and methods that control access to the various services within the Enterprise
Monitoring The set of functions and features that are responsible for the logging of the internal hardware and software of the Enterprise
Data Access The set of services that are responsible for the operations with the databases, warehouses, or analysis cubes for the Enterprise
Rules Engine This layer is responsible for the processing of a subset of business rules for the ADE Enterprise. Meant to be run in batch, massively parallel and work over very large sets of data.
Business Logic These components provide the solutions necessary to solve a business need for ADE that does not fall under the Rules Engine components.
Integration These services are responsible for interacting with external systems to ADE that export or import large sets of data.
Services The components within this layer represent the individual functions that are exposed to internal and external systems (not users) and perform the work of providing solutions to ADE and its stakeholders.
Applications Internally this layer represents the applications provided by ADE to its stakeholders and users that expose the services they need to perform their business tasks. Externally this is where any 3rd party application that needs a specific, or group of specific, business functions will be exposed to the Services of ADE via the Security layer.
ADE IT Modernization UpdateEA Roadmap
27
First Delivery State
Affected Layers Common Entities
Target Goal To define the common Domain Model (Entities) for the enterprise
at ADE. In addition, identify the common functions of the applications under the control of ADE.
Benefits The creation of a common way that all future systems and
services will communicate with each other. This will simplify the needs of the database designers and remove the needs of the services exposed by ADE to have any internal knowledge of the business or rules in order to do their job.
A solid Domain Model is a necessity of any Enterprise architecture to function.
ADE IT Modernization UpdateEA Roadmap
28
Second Delivery State
Affected Layers Common Entities Data Access Monitoring
Target Goal To implement the Domain Model (Entities), the Common libraries for
shared functionality, the Data Access components, and the Monitoring components.
Benefits A functioning Domain Model and the Data Access components
necessary to move data into and out of the supporting data storage solutions (SQL). In addition the first version of a common enterprise library and the logging / monitoring features that will support future development.
ADE IT Modernization UpdateEA Roadmap
29
Third Delivery State
Affected Layers Rules Engine Business Logic Services Security Applications: Internal
Target Goal The first application that is representative of the target architecture
will be built.
Benefits A functioning application that can show business value under the new
architecture. This application will be able to demonstrate(with hard data) the benefits to performance, maintainability, modularity, and distinct services to ADE.
This will also be the first time that ADE will be able to demonstrate a best practices security stack to its consumers both internal and externally.
ADE IT Modernization UpdateEA Roadmap
30
Fourth Delivery State
Affected Layers Integration 3rd Party Apps Monitoring
Target Goal Provide externally visible services to partners and stakeholders.
These services can be consumed in their applications to solve a particular business need or to provide data to ADE in order to it to complete its business responsibilities.
Benefits Provide the ability for external entities to consume services
provided by ADE in order to solve their organizations needs. In addition this will provide a standard for all who wish to provide data to ADE.
Legislative Mapping Project StatusPresented by Andrew Larson
Refer to Attached Document 7
31
Identify legislative citations for each SAIS business payment rules• 300 business rules found with matching state and
federal legislative citations
New legislation discovered November 10• Expected Wrap up week of November 21
SAIS Business Payment Rules Legislative Mapping
32
AELAS BudgetPresented by Mark MastersonRefer to Attached Documents
8a, 8b, 8c, 8d, 8e
33
Launch of Business Case (LearningMate)• Reduce the total cost of ownership for various
education technology product• Provide the flexibility to school districts• Plug-and-play various education technology
systems/products• Reduce dependency on single vendor and wants to
increase the ownership of data for districts and DOE• Improve the quality of data and develop
standardization• To reduce the infrastructure cost • Provide software as a service and Infrastructure as a
service Refer to Attached Document 8a
ADE IT Modernization Effort AELAS Business Case
34
IMS Project Phases Project Estimated CostsIMS Phase 0 - “Analysis” $50,000
IMS Phase 1- “Design” $500,000
IMS Phase 2 - “Development” $200,000
IMS Phase 3 - “Deployment” $50,000
TOTAL $800,000
35
ADE IT Modernization Effort AELAS: Identity Management System (IMS)
Estimated Costs (Review): Microsoft FIM
Refer to Attached Document 8b
IMS Phase Estimated Costs StatusIMS Phase 0 – “Assessment”•Define full project scope and phases•Define high-level tasks, WBS, and project plan•Conduct project kick-off meeting & assign Work Groups•Identify ALL applications within ADE enterprise, Active, Inactive, and currently in development•Obtain PIJ approval $50,000
Approved by Arizona State Board of EducationCompleted
IMS Phase 1 – “Pilot to Replace Common Logon”•Purchase hardware and software•Identify Pilot systems and users•Identity and implement FIM minimum set features & capabilities•Implement basic self servicing portal•Migrate internal common logon users to Active Directory•Re-purpose EduAccess users to FIM $500,000
Approved by Arizona State Board of EducationIn Process
IMS Phase 2 – “Expanded Systems”•Expand self servicing•Expand user roles•SAML, Claims based authorization, and Federated trust•COTS, Home Grown, and other applications implementation to FIM $200,000
Approved by Arizona State Board of EducationPhase Pending Recommendation by Data
Governance Commission
IMS Phase 3 – “Self Sustainability and Ongoing Support” $50,000
Approved by Arizona State Board of EducationPhase Pending Recommendation by Data
Governance Commission
36
ADE IT Modernization Effort AELAS: Identity Management System (IMS)Estimated Costs: Microsoft FIM
37
ADE IT Modernization Effort AZ-SLDS
State Dashboard and 5 Use Cases (Capstone BI) Course Mapping: “Course Walk” (ESP)
Refer to Attached Documents in 8d
ADE IT Modernization Effort Summary Budget Approval Recommendations
38
Business Case: LearningMateSee Attachment 8a
Develop comprehensive business case for middle tier projects. $ 826,720
IMS: Microsoft FIM (Forefront Identity Management) Phase III & Phase IVSee Attachment 8b
Provide a single sign on as well as increased system security, and greater compliance with FERPA
$ 250,000
ITIL Tool: ChangeGearSee Attachment 8c Help Desk Ticketing Tool $ 98,830
AZ-SLDS : 5 Use Cases & Dashboards:Capstone BI
See Attachment 8dFederal / State Mandates $ 72,600
AZ-SLDS :Course Mapping: ESPSee Attachment 8d Federal / State Mandates $ 199,500
EA ConceptSee Attachment 6 Review Concept Only Review Concept Only
CEDS ConceptSee Attachment 8f Review Concept Only Review Concept Only
ADE IT Modernization EffortExecutive Budget Summary
39
Budget Approvals: $2,020,646.00
Additional Budget Authority Asking:
$1,719,750.00
Total Proposed Budget Approval
$3,740,396.00
Spend to Date: $ 703,321.78
Refer to Attached Document 8e
Enterprise Architecture (EA) Refer to Attached Document 6
CEDS Refer to Attached Document 8f
ADE IT Modernization Effort AELAS Concept Approval for December Meeting
40
Questions
41
ADE IT Modernization Effort AELAS